Agile CRM + MemberSpace
Tag contacts in Agile CRM when memberships get canceled in MemberSpace
Effortlessly manage your contacts in Agile CRM whenever a membership cancellation takes place in MemberSpace. This seamless workflow instantly adds a tag to corresponding Agile CRM contacts when a MemberSpace member cancels their subscription. It simplifies your CRM management, ensuring you always have accurate and updated information on member activities.
Effortlessly manage your contacts in Agile CRM whenever a membership cancellation takes place in MemberSpace. This seamless workflow instantly adds a tag to corresponding Agile CRM contacts when a MemberSpace member cancels their subscription. It simplifies your CRM management, ensuring you always have accurate and updated information on member activities.
- When this happens...Canceled Membership
Occurs when a member is canceled from any plan or their plan expires.
- automatically do this!Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
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Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
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